Rio Tinto shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Rio Tinto
Tip: Access up to 7 years of quarterly data
All positions including Rio Tinto held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rio Tinto by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $317k | 5.4k | 58.32 |
| 2025-03-31 | $290k | 4.8k | 60.07 |
| 2024-12-31 | $437k | 7.4k | 58.81 |
| 2024-09-30 | $473k | 6.6k | 71.17 |
| 2024-06-30 | $346k | 5.2k | 65.93 |
| 2024-03-31 | $274k | 4.3k | 63.74 |
| 2023-12-31 | $332k | 4.5k | 74.45 |
| 2023-09-30 | $422k | 6.6k | 63.64 |
| 2023-06-30 | $245k | 333k | 0.74 |
| 2022-06-30 | $656k | 11k | 60.97 |
| 2022-03-31 | $365k | 4.5k | 80.29 |
| 2021-06-30 | $246k | 2.9k | 84.05 |
| 2021-03-31 | $201k | 2.6k | 77.70 |
| 2019-12-31 | $202k | 3.4k | 59.41 |